Broker Check
Jeffrey Grodsky, CFP®, CDFA®

Jeffrey Grodsky, CFP®, CDFA®

Senior Advisor

Jeff has been a financial advisor since 2007 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2014. He specializes in developing an actionable financial plan for high net worth families and small businesses. Jeff is passionate about helping clients find the best strategies for their unique financial needs and goals. When he is not working, Jeff loves spending time with his family and friends, being outdoors, and watching his favorite sports teams.